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CFO-grade finance skill for investor updates, board decks, P&L, runway/burn, unit economics (LTV/CAC/ROAS), client concentration (HHI), cohort retention, FX, and finance modeling.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | t1k:finance |
| description | CFO-grade finance skill for investor updates, board decks, P&L, runway/burn, unit economics (LTV/CAC/ROAS), client concentration (HHI), cohort retention, FX, and finance modeling. |
| keywords | ["finance","cfo","investor report","investor update","monthly finance","board deck","p&l","pnl","profit and loss","runway","burn","cash flow","unit economics","ltv","cac","roas","client concentration","hhi","revenue concentration","cohort retention","mrr","nrr","churn","arpu","rule of 40","burn multiple","fx rate","currency conversion","financial model","kpi dashboard"] |
| argument-hint | [audience: investor|internal|board] [topic?] |
| effort | medium |
| version | 0.21.2 |
| origin | theonekit-core |
| repository | The1Studio/theonekit-core |
| module | t1k-finance |
| protected | true |
A knowledge-base skill for generating finance reports tailored to audience (investor / internal ops / board / founders) from raw monthly P&L + client + headcount data. Covers services firms, SaaS/product businesses, and ad-arbitrage (UA) in one unified framework — most real studios and ops-heavy startups are hybrids.
IS: Framework, methodology, KPI definitions, chart patterns, data-model patterns, worked examples, audience-aware templates. A CFO-grade reasoning toolkit.
IS NOT: A replacement for a licensed accountant/auditor. Does not generate tax filings, audit opinions, or compliance sign-off. All output is review input, not final authority. See charter.md for full boundaries.
| User asks about… | Primary reference(s) |
|---|---|
| "investor update", "investor email", "monthly investor report" | references/audiences.md → templates/investor-monthly.md |
| "board deck", "quarterly board report", "board metrics" | references/audiences.md → templates/board-quarterly.md |
| "monthly ops", "variance to plan", "internal finance review" | references/audiences.md → templates/ops-monthly-variance.md |
| "runway", "burn", "cash position", "default-alive test" | references/cash-runway.md |
| "unit economics", "LTV", "CAC", "payback", "Rule of 40", "burn multiple" | references/unit-economics.md |
| "client concentration", "HHI", "revenue concentration", "top client risk" | references/client-concentration.md |
| "client retention", "cohort", "churn vs pause", "new vs existing client" | references/client-concentration.md |
| "ROAS", "CPI", "cohort ROAS", "UA payback", "ad arbitrage" | references/unit-economics.md → UA section |
| "P&L", "income statement", "gross margin", "OpEx", "COGS" | references/p-and-l.md |
| "multi-currency", "FX rate", "USD/VND", "currency conversion" | references/multi-currency-fx.md |
| "how to structure finance YAML", "data model", "period rollup" | references/data-modeling.md |
| "waterfall chart", "stacked bar", "cohort heatmap", "accessibility" | references/visualization.md |
| "vanity metric", "non-GAAP reconciliation", "finance report mistake" | references/gotchas.md |
| "services KPI", "utilization", "revenue per head", "billable rate" | references/unit-economics.md → Services section |
AskUserQuestion: investor / internal / board / founders.references/first-principles.md — anchor every analysis in accrual vs cash, matching, conservatism, entity.references/audiences.md — get the audience-specific section checklist + top KPIs + commentary style + cadence.references/gotchas.md for the 10 anti-patterns BEFORE drafting output. Currency mix-ups and double-counting are the most common.Every finance output starts with one question: "Who is reading this, and what decision must they make?" Investors decide funding/valuation → narrative + trajectory + unit economics. Internal ops decide resource allocation → variance + utilization + margin. Board decides strategy + risk → concentration + runway + scenario. Founders decide priorities → simple dashboards + red flags. The data is the same; the framing differs. Use one monthly SSOT table and re-project per audience.
This skill registers t1k-finance in the theonekit-core activation fragment. Keywords (see YAML frontmatter above) auto-activate this skill whenever finance/investor/board/CFO language appears in the user prompt.
Create or update TheOneKit agent .md files with canonical structure. Use when adding a new agent, updating maxTurns/model, or fixing frontmatter fields.
Design and review agentic systems against Claude Code architecture canon — agent loops, tool interfaces, prompt-cache strategy, MCP/hooks/memory primitives, CLI vs Agent SDK.
Answer technical questions with context-aware skill activation. Use for 'how does X work', 'what is the best way to', 'explain this pattern' queries.
Monitor a PR to green+merged. Use for: 'babysit pr', 'watch pr', 'monitor pr', 'flaky ci', 'auto merge'. Retries flaky CI, resolves simple conflicts, auto-merges when approved+green.
Generate ideas and explore solutions with context-aware skill activation. Use for 'how should I approach X', 'what are the options for Y', 'help me think through this'.
Cap-table + equity administration for US/foreign C-Corps — Carta vs Pulley vs AngelList Stack comparison, 83(b) elections (30-day strict deadline, NO extensions), 409A valuations ($1.5-3K), SAFE notes (YC post-money template), Series Seed terms, vesting agreements, founder reverse vesting. Pre-Series A: DIY spreadsheet or Pulley Startup ($1,200/yr) sufficient.